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Maxwell R. Cunningham

Strategic Advisers LLC

Vancouver, WA

Vancouver, WA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
WA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

655 W Columbia Way Suite 404, Vancouver, WA 98660-3613 • United States

Vancouver, WA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Chipotle Morgan Hill CA 04/2017 08/2018
Party City San Jose CA 06/2019 08/2019
Target Portland OR 05/2020 08/2020
Fedex Portland OR 05/2020 07/2020
Pet Food Express San Jose CA 11/2020 01/2021
Fisher Investments Camas WA 01/2021 09/2022
Unemployed Morgan Hill CA 08/2012 04/2017
University Of Portland Portland CA 08/2018 06/2019
University Of Portland Portland CA 08/2019 05/2020
Fidelity Investments Vancouver WA 09/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2017 → 08/2018
    Chipotle
    Morgan Hill, CA
  • 06/2019 → 08/2019
    Party City
    San Jose, CA
  • 05/2020 → 08/2020
    Target
    Portland, OR
  • 05/2020 → 07/2020
    Fedex
    Portland, OR
  • 11/2020 → 01/2021
    Pet Food Express
    San Jose, CA
  • 01/2021 → 09/2022
    Fisher Investments
    Camas, WA
  • 08/2012 → 04/2017
    Unemployed
    Morgan Hill, CA
  • 08/2018 → 06/2019
    University Of Portland
    Portland, CA
  • 08/2019 → 05/2020
    University Of Portland
    Portland, CA
  • 09/2022 → Present
    Fidelity Investments
    Vancouver, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Vancouver, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-07
S63 Uniform Securities Agent State Law Examination 2023-03-11
  • S65 Uniform Investment Adviser Law Examination
    2023-07-07
  • S63 Uniform Securities Agent State Law Examination
    2023-03-11
Other Names
  • Max Ross Cunningham
  • Max Cunningham
  • Maxwell Ross Cunningham

View on SEC IAPD

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